My MarketBeat

You are viewing a sample portfolio. Logged in users can add their holdings and any assets they are watching to their watchlists to view statistics, news, analysis and more. Free users can add up to five holdings, while MarketBeat Daily Premium and MarketBeat All Access subscribers can add unlimited holdings.
Watchlist:

My Portfolio

My Default Watchlist  Edit This Watchlist  Delete this Watchlist
Holding NameLast TradeHolding ValueP/E RatioBetaAnnual
Dividend
Consensus
Rating
Consensus
Price Target
Settings
AMZN
Amazon.com
$1,764.77
-$54.49 (-3.00%)
$1,764.77
-2.6% ROI
87.631.62-Buy
(Score: 2.96)
$2,139.4872
(21.23% Upside)
  Edit This Holding  Delete this Holding
AAPL
Apple
$191.05
-$4.04 (-2.07%)
$1,146.30
+12.4% ROI
16.041.131.53%
$2.92 per sh.
Buy
(Score: 2.51)
$194.8717
(2.00% Upside)
  Edit This Holding  Delete this Holding
AV
Aviva
GBX 409.90
-GBX 14.60 (-3.44%)
£737.82
-4.7% ROI
10.84-0.07%
$0.30 per sh.
Buy
(Score: 2.73)
GBX 527.23
(28.62% Upside)
  Edit This Holding  Delete this Holding
BAC
Bank of America
$27.01
-$1.17 (-4.15%)
$1,080.40
+8.0% ROI
10.351.492.22%
$0.60 per sh.
Buy
(Score: 2.50)
$33.30
(23.29% Upside)
  Edit This Holding  Delete this Holding
BTC
Bitcoin
$4,038.6058
+$8.48 (0.21%)
$323.0885
-67.4% ROI
-----  Edit This Holding  Delete this Holding
JAGAX
Janus Henderson Adaptive Global Allocation Fund - A Shares
$10.16
+$0.04 (0.40%)
$1,016.00
+1.6% ROI
--0.89%
$0.09 per sh.
--  Edit This Holding  Delete this Holding
JNJ
Johnson & Johnson
$136.91
-$1.19 (-0.86%)
$1,095.28
+5.3% ROI
16.740.682.63%
$3.60 per sh.
Buy
(Score: 2.54)
$142.5455
(4.12% Upside)
  Edit This Holding  Delete this Holding
MSFT
Microsoft
$117.05
-$3.17 (-2.64%)
$1,170.50
+17.1% ROI
30.171.211.57%
$1.84 per sh.
Buy
(Score: 2.93)
$123.0690
(5.14% Upside)
  Edit This Holding  Delete this Holding
UNH
UnitedHealth Group
$247.09
-$4.93 (-1.96%)
$988.36
-1.2% ROI
19.180.791.46%
$3.60 per sh.
Buy
(Score: 2.95)
$298.7895
(20.92% Upside)
  Edit This Holding  Delete this Holding
VSGNX
Vanguard S&P SmallCap 600 Growth Index Fd Insti Cl
$339.64
+$4.63 (1.38%)
$1,018.92
+17.1% ROI
-----  Edit This Holding  Delete this Holding
Total-1.8%$10,567.71
-1.6% ROI
32.551.201.07%11.71% Upside

Portfolio Statistics

Asset Allocation by Sector?View the asset allocation of your holdings by sector.

Largest Holdings?View the largest investment holdings inside your portfolio.

Holding % of Portfolio
Amazon.com (AMZN)16.70%
Microsoft (MSFT)11.08%
Apple (AAPL)10.85%
Johnson & Johnson (JNJ)10.36%
Bank of America (BAC)10.22%
Vanguard S&P SmallCap 600 Growth Index Fd Insti Cl (VSGNX)9.64%
Janus Henderson Adaptive Global Allocation Fund - A Shares (JAGAX)9.61%
UnitedHealth Group (UNH)9.35%

Portfolio Returns?View your portfolio's price-to-earnings ratio, which is a measure of the company's share price relative to its earnings per share.

My Cost Basis: $10,743.93

My Holdings Value: $10,567.71

My ROI: -1.6% ROI

My Biggest Winners ROI
Vanguard S&P SmallCap 600 Growth Index Fd Insti Cl (VSGNX)+17.1% ROI
Microsoft (MSFT)+17.1% ROI
Apple (AAPL)+12.4% ROI
Bank of America (BAC)+8.0% ROI
Johnson & Johnson (JNJ)+5.3% ROI
My Biggest Losers ROI
Bitcoin (BTC)-67.4% ROI
Aviva (AV)-4.7% ROI
Amazon.com (AMZN)-2.6% ROI
UnitedHealth Group (UNH)-1.2% ROI
Janus Henderson Adaptive Global Allocation Fund - A Shares (JAGAX)+1.6% ROI

Portfolio Performance?View your portfolio's performance compared to other indexes over time.

Compare Against 
 

Portfolio P/E Ratio?View your portfolio's price-to-earnings ratio, which is a measure of the company's share price relative to its earnings per share.

My portfolio P/E: 32.6

My Portfolio P/E

32.6

13.89

Average MarketBeat User
P/E Ratio

My Highest P/E Stocks P/E Ratio
Amazon.com (AMZN)87.63
Microsoft (MSFT)30.17
UnitedHealth Group (UNH)19.18
Johnson & Johnson (JNJ)16.74
Apple (AAPL)16.04
My Lowest P/E Stocks P/E Ratio
Bitcoin (BTC)-
Janus Henderson Adaptive Global Allocation Fund - A Shares (JAGAX)-
Vanguard S&P SmallCap 600 Growth Index Fd Insti Cl (VSGNX)-
Bank of America (BAC)10.35
Aviva (AV)10.84

Portfolio Volatility (Beta)?View your portfolio's beta, which is a measurement of how closely correlated the volatility of your holdings are to the broader market.

My Beta: 1.20

My Risk Level

1.20

1.27

Average MarketBeat
User Risk Level

Most Volatile Stocks In Portfolio: Beta
Amazon.com (AMZN)1.62
Bank of America (BAC)1.49
Microsoft (MSFT)1.21
Apple (AAPL)1.13
UnitedHealth Group (UNH)0.79
Least Volatile Stocks In Portfolio: Beta
Johnson & Johnson (JNJ)0.68
UnitedHealth Group (UNH)0.79
Apple (AAPL)1.13
Microsoft (MSFT)1.21
Bank of America (BAC)1.49

Portfolio Dividends?View your portfolio's overall dividend yield, the total of annual dividends you should receive each year and your upcoming dividend payments.

My portfolio dividend yield: 1.07%

My portfolio payout ratio: 12.15%

My portfolio average dividend growth: 9.14%

My annual dividend payout: $112.87

My Top Yielding Stocks Yield
Johnson & Johnson (JNJ)2.63%
Bank of America (BAC)2.22%
Microsoft (MSFT)1.57%
Apple (AAPL)1.53%
UnitedHealth Group (UNH)1.46%
Upcoming Dividend Payments Date
Bank of America (BAC)3/29/2019
Aviva (AV)5/30/2019
Microsoft (MSFT)6/13/2019

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